David W. Adams, CPA, CFP®Wealth Management
 
 














Raymond James congratulates David on achieving
membership in the 2012
Chairman's Council.
Click Here To Read Our Press Release



*Membership in the Chairman's Council is based mainly on assets under management, education, credentials and fiscal year production.
Re-qualification is required annually since prior membership is no assurance of future membership.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
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David W. Adams CPA CERTIFIED FINANCIAL PLANNER™
720 Cool Springs Blvd
Suite 100
Franklin, TN 37067
Phone: 615-861-6100
Fax: 615-391-2847
Direct: 615-778-0262
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RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

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